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Portfolio (Quarterly) Guide ↗

Concurrent Investment Advisors, LLC

· CIK 0002001015
13F Portfolio $8.8B AUM 3,051 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 380 New 1095 Added 190 Reduced 99 Exited
Page 70 of 89  ·  1,778 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 CAG CONAGRA BRANDS INC Consumer Defensive 17,820.0 $308K 0.00% -4K -16.5% $17.31 -19.5%
1382 RMBS RAMBUS INC DEL Technology 3,354.0 $308K 0.00% NEW $91.89 +34.7%
1383 HUM HUMANA INC Healthcare 1,203.0 $308K 0.00% NEW $256.09 +19.5%
1384 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,929.0 $307K 0.00% NEW $159.38 +41.1%
1385 DLTR DOLLAR TREE INC Consumer Defensive 2,494.0 $307K 0.00% NEW $123.01 -25.8%
1386 EVT EATON VANCE TAX ADVT DIV INC Financial Services 12,138.0 $306K 0.00% $25.18 +3.1%
1387 CRUS CIRRUS LOGIC INC Technology 2,578.0 $305K 0.00% NEW $118.50 +35.3%
1388 RNST RENASANT CORP Financial Services 8,658.0 $305K 0.00% +2K +37.8% $35.22 +13.0%
1389 SPGP INVESCO EXCHANGE TRADED FD T 2,671.0 $304K 0.00% -162.0 -5.7% $113.87 +1.1%
1390 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,102.0 $303K 0.00% +311.0 +39.3% $275.17 +10.6%
1391 SMTH ALPS ETF TR 11,611.0 $303K 0.00% NEW $26.07 -2.3%
1392 WDI WESTERN ASSET DIVERSIFIED IN Financial Services 21,905.0 $303K 0.00% NEW $13.81 -3.4%
1393 DHS WISDOMTREE TR 2,971.0 $303K 0.00% +450.0 +17.9% $101.82 +9.9%
1394 FEBW AIM ETF PRODUCTS TRUST 8,904.0 $302K 0.00% +129.0 +1.5% $33.96 +3.6%
1395 MMU WESTERN ASSET MANAGED MUNS F Financial Services 28,914.0 $302K 0.00% +9K +41.7% $10.44 -3.7%
1396 S SENTINELONE INC Technology 20,102.0 $302K 0.00% +5K +34.5% $15.00 +16.9%
1397 ALV AUTOLIV INC Consumer Cyclical 2,540.0 $301K 0.00% NEW $118.70 -2.7%
1398 BSCR INVESCO EXCH TRD SLF IDX FD 15,267.0 $301K 0.00% +4K +37.9% $19.74 -0.7%
1399 VLTO VERALTO CORP Industrials 3,020.0 $301K 0.00% NEW $99.78 -13.1%
1400 KTF DWS MUN INCOME TR NEW Financial Services 33,150.0 $301K 0.00% +1K +3.1% $9.09 -2.0%
Page 70 of 89  ·  1,778 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 24.7%
Consumer Cyclical 8.7%
Industrials 8.3%
Communication Services 8.2%
Healthcare 7.1%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%